Overshadowed by the growth in SIPPs, the merits of a SSAS are often overlooked by owner-managers. A SSAS is an occupational scheme set up by a limited company typically for the benefit of its controlling directors and senior management. A SSAS provides considerably greater flexibility and control over the scheme's investments. Such schemes can invest in a vast range of assets and investment vehicles, including the ability to invest in the client's own business either through the purchase of shares, loan backs or the purchase of company premises.
As with SIPP schemes, each client is appointed a dedicated account manager to manage all aspects of scheme administration, in addition to a dedicated consultant. For owner-managers, a wealth management strategy needs to factor in business planning as a SSAS can be used to interact with a clients’ business with great effect. Our consultants can advise on issues such as business cash flow, minimising tax, profitability, balance sheet strength, and succession planning, which can have enormous impact on wealth management.
Take a look at the following SSAS client case studies:
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